GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.49B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,821
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$6.9M
3
+$6.69M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6.61M
5
WTV icon
WisdomTree US Value Fund
WTV
+$5.52M

Top Sells

1
+$9.82M
2
+$8.15M
3
+$5.25M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.11M

Sector Composition

1 Technology 11.27%
2 Financials 8.85%
3 Consumer Discretionary 3.8%
4 Healthcare 3.37%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$55.3K ﹤0.01%
490
+39
1577
$55.1K ﹤0.01%
193
+5
1578
$55K ﹤0.01%
264
-59
1579
$55K ﹤0.01%
517
-83
1580
$55K ﹤0.01%
1,255
+1
1581
$54.9K ﹤0.01%
1,827
1582
$54.8K ﹤0.01%
329
+14
1583
$54.7K ﹤0.01%
488
+231
1584
$54.5K ﹤0.01%
4,785
1585
$53.8K ﹤0.01%
617
+365
1586
$53.8K ﹤0.01%
+1,029
1587
$53.4K ﹤0.01%
551
+498
1588
$53.4K ﹤0.01%
643
-23
1589
$53.1K ﹤0.01%
1,424
+891
1590
$53.1K ﹤0.01%
536
+490
1591
$53.1K ﹤0.01%
1,175
+330
1592
$53K ﹤0.01%
368
+129
1593
$52.7K ﹤0.01%
364
+2
1594
$52.6K ﹤0.01%
+1,500
1595
$52.5K ﹤0.01%
582
1596
$52.3K ﹤0.01%
1,439
+154
1597
$52.3K ﹤0.01%
4,379
+10
1598
$52K ﹤0.01%
925
-60
1599
$51.9K ﹤0.01%
455
-113
1600
$51.8K ﹤0.01%
2,459
+1,067
62 63
64
65 66